Our Team
We all share a desire to work in partnership with you in planning, implementing and protecting your lifestyle and financial goals. These are the key drivers of our passion and commitment to you.
Our Owners & Partners
Michael Chalmers CFP
®
Founder, Principal Financial Planner
B.Bus (FinPlan), DipFP
Oliver Ladd CFP
®
Partner, Principal Financial Planner
ADFS FP, B.AppSc
Jacky Chalmers
Co-Founder &
Managing Partner of Strategy & Operations
B.Bus (Ec&Fin), DipFP
Meet Our Financial Planners
Michael Chalmers CFP
®
Founder, Principal Financial Planner
B.Bus (FinPlan), DipFP
"For me, it's all about those life changing conversations with people, and seeing them prosper as a result."
Oliver Ladd CFP
®
Partner, Principal Financial Planner
ADFS FP, B.AppSc
"It is great to connect with real people and help them make smart decisions when it comes to their money so they can live well."
Demelza Lister AFP
®
Senior Financial Planner
B.Bus (Mgt), Grad Dip FP
"I love that I can make a real difference in people's lives, guiding them to financial freedom."
Gavin Napier
Senior Financial Planner
CA DipFP
Gavin's lessons from bike riding has taught him that every financial plan is not just a route to wealth, but a path to well-being.
Kate O'Dwyer AFP
®
Financial Planner
B.Bus, GradDipFP
"I love being able to work with a fantastic team to help our clients plan for success and a comfortable future."
Craig Brinsdon AFP
®
Senior Financial Planner
B.Comm, GradDipFP
"Knowing that my help and guidance can be the difference between just dreaming about your goals and actually achieving them is a great motivator."
Gavin Napier
Senior Financial Planner
CA DipFP
Gavin's lessons from bike riding has taught him that every financial plan is not just a route to wealth, but a path to well-being.
Kate O'Dwyer AFP
®
Financial Planner
B.Bus, GradDipFP
"I love being able to work with a fantastic team to help our clients plan for success and a comfortable future."
Craig Brinsdon AFP
®
Senior Financial Planner
B.Comm, GradDipFP
"Knowing that my help and guidance can be the difference between just dreaming about your goals and actually achieving them is a great motivator."
Gavin Napier
Senior Financial Planner
CA DipFP
Gavin's lessons from bike riding has taught him that every financial plan is not just a route to wealth, but a path to well-being.
Kate O'Dwyer AFP
®
Financial Planner
B.Bus, GradDipFP
"I love being able to work with a fantastic team to help our clients plan for success and a comfortable future."
Craig Brinsdon AFP
®
Senior Financial Planner
B.Comm, GradDipFP
"Knowing that my help and guidance can be the difference between just dreaming about your goals and actually achieving them is a great motivator."
David Guy CFP
®
Senior Financial Planner
CFP, ADFP
"The most rewarding part of my work has always been the strong, long-term relationships I've built with my clients and being able to provide them with practical help and advice that genuinely supports their goals."
Lisa Ciancio CFP
®
Financial Planner
B.Bus CFP(FP), Grad Cert L&T(HE), MFinPlg)
"I have worked in this profession for nearly 30 years across various areas including compliance and education. However, I’m driven by building strong relationships and creating meaningful impact — helping clients make clear, informed decisions that shape their lives for the better."
Our Associates, Client Services Managers & Administrators
Client Services Managers
​
Kelly Tucker (Dip. Acc)
Rebecca Pungitore
Sherree Snoodyk (DipFP)
Canela Vega
Stevie-Rose Wainohu
Anne Flowers (Adv DipFP)
Pranjali Hajela (B.Bus)
Rachel Dullard
​
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Our Client Services Managers are your primary contact for appointments, general enquiries and follow ups, progress reports, working closely with you and your adviser.
Reception &
Client Service Administrators
Bree Leahy
Charmaine Buot (B. Bus)
Cherie Araneta (B. Bus)
MJ Sagarino (B. Bus)
Monette Pahamotang (B.Bus)
Helvetica Light is an easy-to-read font, with tall and narrow letters, that works well on almost every site.
Our Client Service Administrators are our primary resource for data collection, data entry and reporting, working in tandem with our Client Services Managers.
Practice Development & Operations
Anne Flowers (Adv DipFP) - Pracice Development Manager
Rebecca Pungitore - Operations Assistant
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Our Practice Development and Operations Assistant helps oversees the overall business and compliance operations, as well as systems and processes to help us help you.
